Sunesis Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$220,829
Net value change ($000)
+6,760 (3.2%)
New positions
4
Sold out positions
2
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BUSE 3,732 NEW
AGG 1,771 10.7%
FBTC 468 NEW
VXUS 283 2.7%
IAU 237 11.5%
VTI 236 0.3%
FETH 224 NEW
FSOL 207 NEW
BIV 184 2.8%
LLY 173 40.9%
Top Reduces (Value $000, Stocks/ETFs)
SPHY -1,243 -61.8%
EMB -461 -100.0%
MUNI -347 -100.0%
NVDA -42 -1.6%
BRK-B -40 -3.3%
MSFT -37 -6.6%
VTEB -35 -1.4%
PSBD -24 -0.7%
VWO -10 -0.7%
LHX -9 -4.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type